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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,465 | $169,336-98.0% | $129,384-97.3% | $145,884-97.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 26.00% | 14408.70%-14382.7pp | 9461.77%-9435.8pp | 551.85%-525.8pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,391 | $4,985-52.0% | $4,166-42.6% | $6,690-64.3% |
| Admin fee / account holder | $5,143 | $9,912-48.1% | $7,686-33.1% | $13,392-61.6% |